Open a conversation
Use the CRM beside supported WhatsApp Web, Messenger or Meta Business Suite conversations.
WhatsApp CRM • Messenger • Team Sales
Every conversation.
One shared sales CRM.
Manage leads, follow-ups, invoices, payments and renewals beside WhatsApp Web and Messenger—while your whole team stays connected to one customer workspace.
Free local CRMOptional team syncGoogle Sheets support
⚡ Rep updates a lead
✓ Team data stays connected
Shared CRM Dashboard
Team workspace
OverviewLeadsInvoicesFollow-ups
Active leads147Across your team
Collected$61,200This month
Outstanding due$23,300Customer balance
Follow-ups38Due this week
A
Sales Rep AWhatsApp Web
⇄
M
ManagerCentral web CRM
One workflow
From the first message to the final payment.
Your team can keep working from the conversations they already use while BDSocialLead organizes the customer relationship around them.
Organize the customer
Record lead status, priority, notes, products, follow-ups, invoices, payments and renewal details.
Keep the team connected
Use supported synchronization options so customer information is available across your sales workflow.
Built for daily sales work
Everything your team needs after “Hello”.
A focused CRM layer for businesses that manage real customer relationships through messaging.
👤
Customer profiles
Keep contact details, lead status, priority, notes and important customer information together.
📈
Lead & sales tracking
Move opportunities through your workflow without losing customer context inside old conversations.
🔔
Follow-up reminders
Schedule the next action, save outcomes and use reminders to reduce missed opportunities.
🧾
Professional invoices
Create PDF invoices with products, quantity, discount, tax, partial payments and outstanding balances.
💳
Payments & dues
Track what has been collected, what is still due and the payment history connected to each customer.
🔄
Subscriptions & renewals
Track start dates, expiry dates, next payments and recurring customer relationships.
📦
Products & services
Create reusable products, services, packages and subscriptions and assign them to customer records.
📊
Google Sheets sync
Use optional synchronization for supported team workflows, backup and reporting with your own Sheet.
🖥️
Central web workspace
Give managers a broader view of CRM activity outside the conversation sidebar on supported plans.
Team CRM
Different accounts. Different devices. One customer workspace.
Sales reps can continue using their own supported messaging workflows while shared CRM information stays organized for the wider team.
✓
Built around individual repsKeep daily sales work close to the active customer conversation.
✓
Shared customer contextReduce scattered notes and help authorized team members work from consistent CRM records.
✓
Manager visibilityUse the web workspace for a centralized view of leads, sales activity, follow-ups and business records.
Sales PipelineLive workspace
New
John SmithWebsite package
Emily CarterConsulting enquiry
Interested
David WilsonFollow-up today
Sofia Brown$300 proposal
Won
Michael Lee$1,200 collected
Olivia DavisAnnual renewal
Use cases
For businesses that sell through conversations.
The CRM is flexible enough for different service and sales workflows without turning into a complicated enterprise suite.
Digital agencies
Manage incoming leads, proposals, client follow-ups, invoices and recurring service renewals.
Consultants & freelancers
Keep customer notes, tasks, payments and next steps beside the conversations you already use.
Training businesses
Track enquiries, enrollment payments, installments, subscription dates and follow-up schedules.
Real estate teams
Organize property leads, customer requirements, viewing follow-ups and sales progress.
E-commerce & services
Track product enquiries, order-related customer records, payments, dues and repeat buyers.
Subscription businesses
Monitor recurring customers, renewals, expiries, payment history and upcoming collections.
Simple pricing
Start free. Upgrade when your workflow grows.
Plans are designed for individuals, small sales teams and organizations that need shared CRM access.
Free
$0
Try the local CRM workflow.
- 1 user
- Up to 100 contacts
- Basic CRM & notes
- Limited follow-ups
Solo Pro
$9/month
$79/year for independent professionals.
- 1 user
- Expanded CRM limits
- Invoices & payments
- Subscription tracking
Team
$29
$17.40/month
$249/year
$149.40/year
40% OFF
- 5 team members
- Shared CRM workflow
- Team synchronization
- Web workspace
Business
$49
$29.40/month
$399/year
$239.40/year
40% OFF
- 15 team members
- Business CRM workspace
- Reports & team tools
- Priority workflows
Agency
$99
$59.40/month
$799/year
$479.40/year
40% OFF
- Unlimited users
- Unlimited workspaces
- Agency-level access
- Priority support
Lifetime Sync
Google Sheets synchronization + Team Sync. Special lifetime offer: $49.99 → $15.99. One-time payment with no recurring charge.
Learn before you buy
Guides for building a better messaging sales workflow.
Practical articles and tutorials around CRM, follow-ups, payments and team organization.
CRM Guide
How to turn WhatsApp chats into a sales pipeline
A practical way to organize customer conversations into stages and next actions.
Read guide →Team Workflow
Google Sheets CRM for WhatsApp teams
When spreadsheet synchronization helps teams share structured customer data.
Read guide →Follow-ups
Best follow-up process for social media leads
Build a simple follow-up rhythm so sales opportunities do not disappear inside old chats.
Read guide →FAQ
Common questions
Do I need a paid plan to try the CRM?
No. A free local plan is available so you can try the core CRM workflow before upgrading.
Does BDSocialLead replace WhatsApp or Messenger?
No. It adds a CRM workflow beside supported web conversations so you can organize customer information while continuing to use the messaging platform itself.
Can a team share CRM information?
Supported paid synchronization features are designed for teams that need CRM information available across their workflow and web workspace.
Is Google Sheets required?
No. Google Sheets synchronization is optional and is used only when you choose to configure it.
Where is my CRM data stored?
Local-only features store supported CRM data in the browser. If you enable Google Sheets or Cloud/Team Sync, the data required for those features is processed through the configured synchronization service. See the privacy policy for full details.
Stop losing customers inside old conversations.
Start with the free CRM and build a more organized sales process around the conversations your team already uses.